See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,441 | $179,726-0.7% | $156,263+14.2% | $142,382+25.3% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.9%+13.9pp | 80.1%+12.7pp |
| Annual return | 14.43% | 77.86%-63.4pp | 59.47%-45.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $740 | $5,069-85.4% | $4,333-82.9% | $4,299-82.8% |
| Participant deferral / active EE | $7,403 | $6,956+6.4% | $6,158+20.2% | $6,507+13.8% |
| Admin fee / account holder | $127,654 | $17,272+639.1% | $14,255+795.5% | $12,624+911.2% |